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iShares Core S&P 500 ETF

3,117 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,332 increasing their positions, 1,217 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 101

8% more capital invested

Capital invested by funds: $334B → $362B (+$28B)

1% more funds holding

Funds holding: 3,0823,117 (+35)

1.08% more ownership

Funds ownership: 73.72%74.8% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 1,332 | Existing positions reduced: 1,217

1% more funds holding in top 10

Funds holding in top 10: 1,0031,009 (+6)

25% less call options, than puts

Call options by funds: $388M | Put options by funds: $517M

Holders
3,117
Holders Change
+35
Holders Change %
+1.14%
% of All Funds
45.01%
Holding in Top 10
1,009
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.6%
% of All Funds
14.57%
New
177
Increased
1,332
Reduced
1,217
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Marcum Wealth
Ohio
$176M +$4.43M +8,421 +3%
BBVA
202
Banco Bilbao Vizcaya Argentaria
Spain
$176M +$80.7M +153,504 +91%
AF
203
Apexium Financial
Texas
$173M +$12.3M +23,427 +8%
MSA
204
Mason Street Advisors
Wisconsin
$171M -$140M -266,300 -46%
ESL
205
Endurance Services Ltd
New York
$168M
LPT
206
Legacy Private Trust
Wisconsin
$167M +$1.13M +2,156 +0.7%
GFP
207
Gryphon Financial Partners
Ohio
$166M +$6.51M +12,375 +4%
BSB
208
Bangor Savings Bank
Maine
$166M +$2.46M +4,678 +2%
IMCOOI
209
Investment Management Corp of Ontario (IMCO)
Canada
$165M -$27.4M -52,100 -15%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$163M +$126M +239,559 +413%
SWP
211
Stratos Wealth Partners
Ohio
$163M +$16.4M +31,234 +12%
Two Sigma Advisers
212
Two Sigma Advisers
New York
$161M +$8.52M +16,200 +6%
AI
213
Atria Investments
North Carolina
$161M -$28.9M -55,032 -16%
TFM
214
TFC Financial Management
Massachusetts
$160M -$863K -1,641 -0.6%
FTWA
215
Fifth Third Wealth Advisors
Ohio
$159M +$62.9M +119,670 +70%
RSWM
216
Robertson Stephens Wealth Management
California
$158M +$27.9M +53,087 +23%
BPA
217
Beacon Pointe Advisors
California
$158M -$12.1M -22,997 -7%
AC
218
Allstate Corporation
Illinois
$158M +$53M +100,850 +54%
VIA
219
Vantagepoint Investment Advisers
District of Columbia
$158M +$1.84M +3,500 +1%
GT
220
Glenview Trust
Kentucky
$157M +$1.93M +3,663 +1%
AWM
221
AE Wealth Management
Kansas
$157M -$15.1M -28,811 -9%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$152M +$59.3M +112,865 +68%
3AM
223
3EDGE Asset Management
Florida
$152M -$4.01M -7,635 -3%
GC
224
Gilbert & Cook
Iowa
$152M -$8.8M -16,726 -6%
FIA
225
Foundations Investment Advisors
Arizona
$150M -$6.33M -12,040 -4%

IVV Hedge Fund Activity: Q2 2024 in Review

3,117 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2024, worth a combined $362B — up 8.4% from $334B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IVV positions and 101 closed out — a net gain of 76 holders — while 1,332 added to existing stakes and 1,217 trimmed.

The largest buyer was Capula Management, opening a new position worth an estimated $4.62B. The largest seller was Bank of America, cutting an estimated $4.01B.

  • 3,117 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2024, up from 3,082 in Q1 2024.
  • Funds reported $362B of iShares Core S&P 500 ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P 500 ETF positions in Q2 2024 and 101 closed out, a net change of +76 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2024 was Capula Management, an estimated $4.62B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2024 was Bank of America, an estimated $4.01B sold.

Based on aggregated 13F filings for Q2 2024.